Declan Lane
Capital Investment Counsel · Denver, Colorado
Declan Lane is a fee-only financial advisor at Capital Investment Counsel in Denver, Colorado, who holds the CFP credential. Declan charges a percentage of assets and focuses on retirement planning.
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Specialties
Facts
| Firm | Capital Investment Counsel |
|---|---|
| Based in | Denver, Colorado |
| Fee model | Percentage of assets |
| Assets under management | $1.35B across 1,408 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CO, TX · CRD 7403202 |
| Exams passed | Series 63 (2021) · Series 66 (2023) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | cicwealthadvisors.com |
How Declan's firm compares
- Capital Investment Counsel's average account is about $960,000, from its Form ADV (assets managed divided by 1,408 accounts).
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Questions about Declan
Is Declan Lane a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Declan holds no broker registration, and Capital Investment Counsel reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Declan charge for financial advice?
Declan charges a percentage of assets.
Where is Declan Lane based?
Declan Lane is based in Denver, Colorado.
What does Declan specialize in?
Declan's specialties include retirement planning.
What credentials does Declan Lane hold?
Declan Lane holds the CFP credential.
Is Declan Lane registered with the SEC?
Yes. Declan Lane is registered as an investment adviser representative in CO and TX (CRD 7403202), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Capital Investment Counsel manage?
Capital Investment Counsel reports $1.35B across 1,408 accounts in assets under management.
How do I contact Declan Lane?
Through Declan's website, cicwealthadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Capital Investment Counsel website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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